Difference between revisions of "Groups and Skills"

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The categories are setup in [[Membership/Skills Groups]].
 
The categories are setup in [[Membership/Skills Groups]].
  
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[[File:GAS_2.png]]
  
[[File:GAS_1.png|border]]
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To edit an existing entry click on the name or click the 'New Group/Skill' button to create a new one.
  
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* '''Start date''' - Enter a start date, if used for things like interests then use the day you asked.
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* '''End date''' - End date is used for services, groups and committees, a report will find people still part of the group/service/committee.
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* '''Name''' - Select the required option from the dropdown list.
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* '''Notes''' - notes are optional for this page only.
  
You will now see any groupings that they are already in (if there are any). Click "New Group/Skill" to add one.
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Click "Save Details" when finished.
 
 
[[File:GAS_2.png|border]]
 
 
 
 
 
You can now enter:
 
 
 
* Start date (defaults to today's date, if this is a new grouping for the org/person)
 
* End date (not compulsory, but you can fill this in if needed - for someone who is going to volunteer for a set period of time, for example)
 
* Name - the grouping in question, set up in [[Membership/Skills Groups]]
 
* Notes
 
 
 
[[File:GAS_3.png|border]]
 
 
 
 
 
Click "Save Details" when done. You will be returned to the display of that org/person's groupings with the new one added.
 
 
 
[[File:GAS_4.png|border]]
 
 
 
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:09, 6 September 2016 (BST)
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Revision as of 14:01, 2 July 2018

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Groups and skills are a generic way of categorising people or organisations on the system. They can be used for multiple types of categories like:

  • Skills
  • Interests
  • Services volunteers work in
  • Professional Memberships
  • Committees and local groups

The categories are setup in Membership/Skills Groups.

File:GAS 2.png

To edit an existing entry click on the name or click the 'New Group/Skill' button to create a new one.

  • Start date - Enter a start date, if used for things like interests then use the day you asked.
  • End date - End date is used for services, groups and committees, a report will find people still part of the group/service/committee.
  • Name - Select the required option from the dropdown list.
  • Notes - notes are optional for this page only.

Click "Save Details" when finished.


Helpheader small.png